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Name Holding Trade Value Shares
Change
Change in
Stake
HT
651
HighTower Trust
Texas
$882K +$115K +2,024 +15%
AMG National Trust Bank
652
AMG National Trust Bank
Colorado
$881K -$29.1K -511 -3%
EL
653
Essex LLC
Illinois
$875K -$14.8K -259 -2%
HLOC
654
H.L. Ormond & Company
North Carolina
$875K +$816K +14,320 New
EM
655
Excalibur Management
Massachusetts
$864K +$51.5K +904 +6%
BRWM
656
B. Riley Wealth Management
Tennessee
$864K +$234K +4,096 +37%
Vanguard Personalized Indexing Management
657
Vanguard Personalized Indexing Management
California
$862K -$67.6K -1,185 -7%
SC
658
Sawyer & Company
Massachusetts
$862K -$2.79K -49 -0.3%
RPCONE
659
Retirement Planning Company of New England
Rhode Island
$859K +$864K +15,158 New
PT
660
Plimoth Trust
Massachusetts
$858K +$8.49K +149 +1%
MMHP
661
Murphy Middleton Hinkle & Parker
Georgia
$856K -$7.98K -140 -0.9%
Citizens Financial Group
662
Citizens Financial Group
Rhode Island
$853K +$122K +2,140 +17%
PAWC
663
P.A.W. Capital
Connecticut
$851K +$114K +2,000 +15%
LIM
664
Longfellow Investment Management
Massachusetts
$850K +$223K +3,910 +35%
Caption Management
665
Caption Management
Oklahoma
$849K -$3.99M -70,000 -82%
Atlantic Union Bankshares
666
Atlantic Union Bankshares
Virginia
$847K -$162K -2,840 -16%
AP
667
Advisor Partners
California
$842K -$83.6K -1,466 -9%
EFS
668
Econ Financial Services
Pennsylvania
$842K +$846K +14,837 New
Spire Wealth Management
669
Spire Wealth Management
Virginia
$840K +$117K +2,048 +16%
FAB
670
First American Bank
Illinois
$834K – – –
DF
671
Donoghue Forlines
Massachusetts
$826K +$831K +14,570 New
SP
672
Symmetry Partners
Connecticut
$822K +$14.7K +257 +2%
FZCM
673
Flynn Zito Capital Management
New York
$819K +$825K +14,461 New
HAM
674
Hedges Asset Management
Nevada
$817K +$821K +14,400 New
CK
675
Cohen Klingenstein
New York
$816K -$58.8K -1,032 -7%